+8,061.5%
GEN vs RVTY
+2,899.1%
+5,162.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.8% | -5.5% | -3.5% |
| 7D | +2.3% | -1.2% | +3.5% | +2.3% |
| 30D | +33.1% | +1.0% | +32.0% | +32.1% |
| 3M | +6.5% | +35.8% | -29.4% | -3.9% |
| 6M | +53.8% | +56.7% | -2.9% | +31.9% |
| YTD | +11.2% | +60.7% | -49.5% | -5.9% |
| 1Y | +19.4% | +73.7% | -54.3% | -1.4% |
| 3Y | +81.0% | +82.8% | -1.7% | +43.8% |
| 5Y | +33.4% | -7.0% | +40.5% | +26.2% |
| 10Y | +164.3% | +212.3% | -48.0% | +66.6% |
| All | +8,061.5% | +2,899.1% | +5,162.4% | +1,570.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RVTY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling